Universe · entity

Windsor Advisory Group, LLC

Institutional manager (13F) · CIK 1739953
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $117M
#IssuerValueShares
1WORTHINGTON ENTERPRISES INC$24M459,633
2PAYCHEX INC$20M212,096
3WORTHINGTON STL INC$8M275,885
4ISHARES TR$6M9,751
5SCHWAB STRATEGIC TR$6M225,196
6BERKSHIRE HATHAWAY INC DEL$5M7
7SCHWAB STRATEGIC TR$5M183,632
8VANGUARD INTL EQUITY INDEX F$4M25,834
9BERKSHIRE HATHAWAY INC DEL$4M7,378
10FIRST TR EXCHANGE-TRADED FD$3M67,787
11NVIDIA CORPORATION$2M12,726
12VANGUARD INTL EQUITY INDEX F$2M40,583
13HUNTINGTON BANCSHARES INC$2M130,194
14VERIZON COMMUNICATIONS INC$2M34,772
15EXXON MOBIL CORP$2M9,799
16APPLE INC$2M6,285
17ENTERPRISE PRODS PARTNERS L$2M41,814
18VANGUARD INDEX FDS$1M4,771
19STATE STR SPDR S&P 500 ETF T$1M2,057
20INSTALLED BLDG PRODS INC$1M4,972
21JPMORGAN CHASE & CO$1M4,374
22SCHWAB STRATEGIC TR$1M44,085
23PACER FDS TR$1M17,388
24SCHWAB STRATEGIC TR$1M37,235
25DISNEY WALT CO$972k10,082
26ALPS ETF TR$879k23,000
27MICROSOFT CORP$703k1,900
28VANGUARD INDEX FDS$628k1,958
29SELECT SECTOR SPDR TR$604k9,860
30VANGUARD INDEX FDS$591k2,720
31GREIF INC$569k6,500
32GENTEX CORP$551k25,232
33CARDINAL HEALTH INC$539k2,549
34BLACKROCK ETF TRUST$501k20,606
35ALPS ETF TR$455k8,650
36TREX INC$451k12,380
37VANGUARD WORLD FD$402k2,323
38METLIFE INC$311k4,404
39ALPHABET INC$304k1,059
40BLACKROCK ETF TRUST$293k11,885
41ISHARES TR$288k2,085
42VANGUARD STAR FDS$279k3,615
43PACER FDS TR$277k6,000
44ISHARES TR$274k2,420
45ABBVIE INC$268k1,232
46BECTON DICKINSON & CO$264k1,678
47ISHARES TR$256k600
48PROCTER & GAMBLE CO$254k1,760
49ARES CAPITAL CORP$240k13,328
50SPDR GOLD TR$227k528
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.